See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,430 | $113,339+38.9% | $94,993+65.7% | $147,584+6.7% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 13.56% | 20.77%-7.2pp | 27.12%-13.6pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,145 | $3,160-0.5% | $2,603+20.8% | $4,876-35.5% |
| Participant deferral / active EE | $5,160 | $3,777+36.6% | $3,317+55.5% | $5,439-5.1% |
| Admin fee / account holder | $2,630 | $6,063-56.6% | $4,960-47.0% | $10,885-75.8% |